Selection of module, conditions, and recipient

Once a module is selected, the form displays the conditions applicable to it:

• Leads – stage and source;
• Tasks – type, status, priority, and additional selection criteria;
• Opportunities – process, stage, organization, and series;
• Invoices and Proforma Invoices – organization, series, and status;
• Contracts – status and contract type;
• Objects – type and status;
• Orders – status.

Leaving a filter blank generally means the rule is not restricted by that attribute. A broader selection may result in a larger number of scheduled records, so please evaluate the expected outcome before activation.

Recipient options also depend on the selected module. Recipients can include the team member responsible (team member), a specific team member, a salesperson, a customer, a Contact person, a Lead, or a supplier. Email recipients must have an email address, while SMS recipients must have a valid phone number.

For the Leads rule, you can additionally select the sender: the record creator, the team member responsible, or a specific team member. If you select a specific team member, fill in the team member field that appears.

The Records created from field helps exclude old records. It is particularly useful when enabling a broader rule for the first time.

Related articles

• Creating a notification rule
• One-time and recurring notifications